Quick Start Guide 2019 advisortools.zacks.com advisortools ...View information about current...

Quick Start Guide 2019

(888) 691-0681advisortools.zacks.com [email protected]

Table of Contents

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Search for Equities, Mutual Funds and ETF data 3

View information about current holdings, indices and economic series 3

Start idea generation with Zacks Research from the Advisor Tools main menu 3

Equity Select Lists 5

ETF Model Portfolios 5

Market Strategy Reports 6

Quote Monitor Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Manually enter ticker symbols to a New Watchlist 7

Batch load ticker symbols to a new Watchlist 7

Make changes to an existing Watchlist 8

Customize Watchlist Mini Chart 8

Equity, Mutual Fund & ETF Detailed Views . . . . . . . . . . . . . . . . . . . . 9

Charting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13Fundamental Charts 13

Performance Charts 15

Technical Charts 16

Screening Equities, Mutual Funds and ETFs . . . . . . . . . . . . . . . . . . .17Using Zacks Predefined Screens 17

Creating a New Screen 18

Stock, ETF and Mutual Fund Table Builders . . . . . . . . . . . . . . . . . . . .19Building a Table 19

Opening and Saving a Table 19

Exporting a Table 19

Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

3advisortools.zacks.com

Utilize the Quote Monitor feature to view daily performance data and additional tabs that

provide quick access to vital asset-specific information such as research, news and events.

View information about current holdings, indices and economic series

Access the detailed Equity and Fund views by

entering a known ticker symbol in the Search

area, or start typing a ticker or name and have

Intellisense provide a list of matching options.

Search for Equities, Mutual Funds and ETF data

Getting Started

Getting Started | Quote Monitor Setup | Equity, Mutual Fund & ETF Detailed Views | Charting | Screening Equities, Mutual Funds and ETFs

Stock, ETF and Mutual Fund Idea views include:

» Bull & Bear stocks of the day

» Market analysis & outlook

» Stock picking strategies & commentary

Start idea generation with Zacks Research from the Advisor Tools main menu


Equity, ETF and Mutual Fund Research

» Multiple report types are available including Detailed Analysts, Quantitative Snapshot & Digest.

» Click on the individual icons for Report

and Snapshot to see reports.

» Filter views by clicking on any of the

listed item titles.

» Want more info about the coverage? Click the get information icon


Not finding a research feature?Some of the research resources and tools discussed in this

section are not available in all versions of Advisor Tools.

» Enter a ticker in the Ticker(s) input area. Enter

multiple tickers separated by a comma to

retrieve research for multiple companies.

» Quick access to the Analyst, Quantitative

Snapshot and Digest Reports. Click the report icons to view the individual reports .

» Refine your search by customizing the Date, Categories, Brokers and/or Industries settings.

» To get industry-specific reports, leave the ticker area blank, select the desired industry from the

menu & click Search.

Research History: Detailed Research reports for Equities & Specific Industries

To unlock these features, contact your Zacks

representative or email [email protected].



Zacks Equity Select Lists serve as a starting point

for long-term investors to build their portfolios.

We offer a number of ETF Model Portfolios calibrated to meet the range of risk tolerances.

Note that these options are designed to work as diversified ETF portfolios — not necessarily as a list

of individual ETF recommendations. The ETFs in each list were selected based on various factors,

including the ETF’s expense ratios and bid-ask spreads, as well as the Zacks ETF Rank which takes

into account asset class forecasts.

After clicking on a specific ETF Model Portfolio, you’ll notice two icons next to the portfolio’s name:

After clicking on a Select List, you can

receive more information about that Select

List by clicking the get information icon next

to the name of the list.

Click on the information icon to learn more

about our ETF Model Portfolios, and how

they can help with asset allocation.

Click on the performance icon to learn more

about the performance and risk metrics of

our ETF Model Portfolios.

Equity Select Lists

ETF Model Portfolios


Market Strategy Reports

» Weekly Sector and Market Earning Trends:

Sheraz Mian, Zacks’ Director of Research,

offers earnings estimate revisions, expectations

and analysis of US sectors.

» Monthly Economic Outlook: The Zacks

Investment Committee provides detailed

analysis of metrics affecting the U.S. economy.

» Monthly Investing Update and Asset

Allocation: Zacks Chief Equity Strategist, John

Blank, provides forecasts for all major asset classes and our U.S. and global GDP growth outlook.

» Quarterly Top-Down Investing Consensus: Summarizes forecasts of many investment

strategists for major asset classes and discusses reasoning underlying their outlooks.

» Quarterly Global Macro Investing Consensus: Macro consensus forecasts of global

commodity prices and foreign exchange rates.



» Click Create Watchlist from File

» On the dialog that appears:

› Download the Import Template in Step 1, complete the

required fields highlighted in yellow and save the Excel file.

› Click Choose File and browse to the file

you just saved.

› After you have selected the file, click

Create Watchlist to load the tickers into

Quote Monitor.

› A new Watchlist will now appear in Advisor

Tools with your entered information.

Batch load ticker symbols to a new Watchlist

› Select the type of watchlist being created (Equities, ETF, MF etc…)

› Enter a name for the new watchlist.

› Enter ticker symbols in the space provided.

» Click Create a New Watchlist

» On the dialog that appears:

Note: You can add/remove

tickers at a later time as well.

Manually enter ticker symbols to a New Watchlist

The first step to using the Quote Monitor is loading your

custom tickers for Equities, Funds or Economic data.

Quote Monitor Setup



» Select the symbol(s) to chart using the checkboxes

next to each symbol.

» Use the Options menu to change display type to

Technical, Performance, or 1 Year % Change.

» Delete will remove the mini chart from current view.

Customize Watchlist Mini Chart

» Add Ticker: Option to add more tickers to the watchlist.

» Add Metric to Data View: Allows customization of the items

selected on the Data tab.

» Create/Edit Watchlist Alerts: Add alerts for changes in Zacks

Rank, available reports and financial statements, earnings surprises and more.

» Create/Edit Model Portfolios Alerts: Add alerts when stock enters or exits

Zacks Equity Selects Lists.

» Clear all Alerts: Remove all existing alerts.

» Add Performance Chart: Creates mini chart with options for performance & percentage change.

» Collapse/Expand: Minimizes or maximizes the watchlist window.

» Hide: Remove the watchlist from view, but not delete the list permanently.

› Hidden watchlists can be restored by selecting

Add Watchlist to Dashboard

» Rename: Change the name of the watchlist.

» Delete Completely and permanently remove the watchlist. This cannot be undone.

The Options menu provides multiple features that allow

customization of the existing watchlists.

Make changes to an existing Watchlist



Equity, Mutual Fund & ETF Detailed Views

Advisor Tools detailed views are accessed by either clicking on a ticker symbol within the

system or using the search feature found on the main menu.

» Key Stats: Many of the most popular metrics for quickly analyzing Zacks model scores,

company data, financial statements and ratios. Categories include:

› Valuation Ratios

› Liquidity and Solvency

› Management Effectiveness

› Consensus Price Targets

› Income Statement

› Balance Sheet

› Cash Flow Statement

› Dividend & Shares

› Advanced Metrics

› Price Performance

› Margins

› Consensus Estimates

› Employee Count Metrics

› Zacks Alpha Scores

› Quick Charting ability is available for many of the Key Stat metrics, just click on the

hyperlinked items or small charts to view chart of selected item.

› Select Export to Excel from the options

menu to send all Key Stats to an Excel

workbook for further analysis.



» Quote: General overview with latest quote, options data and key metrics.

» Fundamental Chart & Performance Chart: Create, edit and save customized charts.

» Zacks Research: Access Scorecard and research information with peer comparisons.

» Estimates: Views include:

› Detailed Estimates

› Earnings Estimates

› Sales Estimates

› Agreement - Estimate Revisions

› Magnitude - Consensus Estimate Trend

› Upside - Most Accurate Estimate Versus Zacks Consensus

› Surprise - Reported Earnings History

› Annual and Quarterly Estimates By Analyst

» Quant Models: Detailed view of Zacks Quant model output.

› Includes Zacks Rank, Zacks Indicator Score, Style Scores, Earnings Quality, Price

Response & Insider Rank.



» Peers: View comparisons for peers, sectors and industries across

multiple categories and data items.

› Graphical display shows magnitude of differences:

» Attributes: Tabular view of data items by categories, with customization

options to include or exclude sector, industry and peer data.

» News: View ticker specific news.

› Use the list control to isolate

the provider news displayed:



» Events: Calendar or list view enables event filtering for

entire universe of securities or a single stock.

» Financials: View income, balance sheet, cash flow, segment info & key metrics for

annual or quarterly periods.

› Options allow viewing standard vs company-specific statements & restated vs

originally reported.

› Reporting Basis: Select Interim or Annual.

› Period: Select one of the preset options or Other and enter custom From & To.

› Form Type: Using the dropdown list select any of the available view types.

› Report Format: Standard (utilizes a template to combine “like” items) or Company

Specific (as reported by the company)

› Update Type: Most Recent (restated data) or Orig. Reported (non-restated data)

› Update Report Button: Select to refresh view with options selected in prior steps.

› Click Export to Excel button ( ) to copy data to an Excel worksheet.


» Select the date using the

drop downs.

» Select the types of events

you would like displayed.

» Enter specific ticker symbols to see

events for only that ticker.


ChartingThe charting features available within Zacks

Advisor Tools allow for saving chart templates, a

simple process to add/remove tickers, automated

loading of Watchlist tickers, plotting multiple

metrics and many other options.

» Select a Financial Metric to plot on the chart

› There are 2 methods to make this selection:

1. Type a keyword and let Intellisense feature

provide a list of options.

2. Click Browse and search the categories and

items to make a selection.

› If viewing metrics versus a relative ticker is desired,

check the Relative box and enter the desired ticker.

› The Zacks Rank is now available as a metric to be

included on any chart. It can be easily searched for

or found under Ratings > Company Ratings.

» Enter an Equity, Economic or Index ticker.

› The entry areas utilize Intellisense for quickly finding

results; just start typing a ticker or name until your

desired item is displayed. Click the ADD button or

press ENTER to make selection.

› Economic & Index areas also have a Browse button

if a more detailed search is needed.

Fundamental Charts



Why can’t I see the Zacks Rank?The Zacks Rank for stocks, ETFs and mutual funds is not

available in all versions of Zacks Advisor Tools.

To enable access to the Zacks Rank, contact your Zacks

representative or email [email protected].

» Customize remaining options to create desired chart layout.

› Log Scale: Check this box to create logarithmic scaled charts.

› Recession Shading: Display periods of economic recession

on the chart.

› Single Panel: All tickers and metrics are displayed within one

chart when selected.

› Panel per Financial Security: A panel is added to the chart

for each identifier entered.

› Panel per Financial Metric: Each active metric will be

displayed in a panel for all identifiers.

› Raw Value: No transformation of data, values represent the “raw” data stored.

› Performance: Each series is transformed to a growth series and based to zero.

› 1 Year % Change: The series are converted to 1yr % change format and ploted on

each panel.

» Select a time period using either the preset options or entering custom From & To dates.

» Export the chart as a PNG image or Print from the menu

found in the upper right corner of the charting area.



» Open, Open Shared, Save, Save As, Rename, Close, and

Delete options are available on the main chart menu to assist with

managing your chart templates and library.

› After setting all chart options, simply save chart to your library

for reference later.

› Retrieve your chart template using Open to load the desired

chart view.

› Use Open Shared to open a library of pre-defined charts

provided by Zacks.

» Additional option to link the chart to your watchlists.

» Select either Price Return or Total Return.

» Format the data as either a Raw Percent change or

growth of $1,000.

Performance charting options are similar to Fundamental

charts, but several differences are noted below.

Performance Charts



» Use the Browse feature to select the desired Indicators.

» Select the desired indicator and then

click the Select button to proceed.

» Additional chart options include selecting a style (Line

vs Candlesticks) and Period (Daily, Weekly or Monthly).

» After selecting the indicators, set the

parameters for each indicator.

Technical charting provides multiple options for plotting some of the

most popular technical metrics on a single chart.

Technical Charts



Screening Equities, Mutual Funds and ETFs

» You can now select from the many predefined screens included with your subscription. To view or

run the criteria used for each screen, simply click on the Load Screen or Run Screen options.

» Start by selecting Screening > Stock Screener from the main

menu and then click the Predefined tab.

› Load Screen will take you to the Edit Criteria tab

and display the items and criteria used to determine

the final output.

› Run Screen will run the screen criteria on the Zacks

universe of stocks and display the results.

Zacks’ Predefined Screens will help you find the types of companies

that meet your criteria. Zacks has included several screens that many

investors use on a regular basis to find potential winners.

Using Zacks Predefined Screens

Advisor Tools provides easy-to-use screeners for

Equities, Mutual Funds and ETFs. To begin the

screening process, select Screening from the

main Advisor Tools menu and then the desired

screener type (Stock, ETF or Mutual Fund).



Step 1:

» Navigate the item categories to find

desired data items.

» Enter parameters for each item and

Add item to your criteria.

Step 2:

» After selecting all data items, run the

screen and view results by clicking the

Run Screen button.

Step 3: After successfully running the screen criteria there are additional options available to modify, export or

change the results view.

» Edit Criteria tab will return you to the data item selection views where you can add and/or remove

data items from the criteria.

» Export to Excel button is available when viewing your screen results (bottom right).

› When selected, this will export all items and stocks, funds or ETF tickers to an Excel CSV file.

» Edit View tab allows selection of items to include with the output, but these items do not require

criteria for screening. Items are added as display only.

› Click Edit View and then select the items by clicking the checkbox next to each item.

› Run the screen again to view new results.

If you’re interested in creating your own stock screens with

custom parameters, click the New Screen tab and then

follow the steps noted below.

Creating a New Screen



Stock, ETF and Mutual Fund Table BuildersOur Table Builders allow you to bring in tickers from your watchlists and add up to

12 metrics to compare your stocks, ETFs or mutual funds. With Table Builder, you

have spreadsheet functionality within Advisor Tools, so you can easily prepare

“comp sheets” for various holdings.

Quote Monitor Setup | Equity, Mutual Fund & ETF Detailed Views | Charting | Screening Equities, Mutual Funds and ETFs | Table Builders

Building a Table

» Choose a watchlist you wish to use from the

Display Tickers From pulldown menu.

» Use the Add Metric option under the

Options pulldown menu at right to select

financial metrics to compare. You may

select up to 12 metrics.

Opening and Saving a Table

» Use the Select Action pulldown menu at left to open an existing

table, save a table, or to rename or delete tables.

Exporting a Table

» Use the Export to Excel option under the Options pulldown

menu at right to export your table into an Excel spreadsheet.

NOTE: Data exported to an Excel spreadsheet is no longer dynamic. If you wish to create Excel spreadsheets with dynamic data, talk to us about our Zacks Excel Link plug-in.


(888) 691-0681 advisortools.zacks.com

[email protected]

If you ever have questions about Zacks Advisor Tools or

need assistance, please contact us using the information

below and we’ll be happy to assist you.

Customer Support

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